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Name Holding Trade Value Shares
Change
Change in
Stake
USGIU
1576
U.S. Global Investors (USGI)
Texas
$377K +$465K +5,000 New
Eastern Bank
1577
Eastern Bank
Massachusetts
$377K – – –
CMA
1578
Cedar Mountain Advisors
Oregon
$376K +$18.4K +198 +4%
ISWM
1579
Independent Solutions Wealth Management
New York
$376K -$2.88K -31 -0.6%
BWA
1580
Burt Wealth Advisors
Maryland
$376K -$6.04K -65 -1%
SDH
1581
Sloy Dahl & Holst
Washington
$376K – – –
SPC
1582
Spirepoint Private Client
Florida
$375K +$42.1K +453 +10%
MCWS
1583
McKinley Carter Wealth Services
West Virginia
$375K +$1.58K +17 +0.3%
D
1584
Diversified
Delaware
$374K +$123K +1,319 +36%
EW
1585
Enzi Wealth
Texas
$374K – – –
EWM
1586
EPG Wealth Management
Georgia
$373K -$438K -4,708 Closed
M
1587
MOTCO
Texas
$373K -$7.54M -81,132 -94%
IA
1588
Insight Advisors
Pennsylvania
$372K -$6.69K -72 -1%
FNFDCM
1589
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$372K +$59.8K +643 +15%
UAML
1590
US Asset Management LLC
Pennsylvania
$372K -$12.4K -133 -3%
FAG
1591
Fortitude Advisory Group
Washington
$372K +$69.5K +748 +18%
TF
1592
Trek Financial
Arizona
$371K +$156K +1,677 +52%
MJP
1593
Michael J. Puzo
$370K -$3.9M -41,935 -90%
BBI
1594
Baxter Bros Inc
Connecticut
$369K -$9.29K -100 -2%
PWMAG
1595
Pinnacle Wealth Management Advisory Group
New Jersey
$369K -$162K -1,747 -26%
PAS
1596
Professional Advisory Services
Florida
$369K – – –
PBK
1597
Peoples Bank (Kansas)
Kansas
$369K – – –
Obermeyer Wealth Partners
1598
Obermeyer Wealth Partners
Colorado
$364K +$23.3K +251 +5%
BC
1599
Barrett & Company
Rhode Island
$363K +$372 +4 +0.1%
NCM
1600
Northwest Capital Management
Oregon
$363K -$301K -3,243 -40%